WELL US SubREIT LLC is a real estate fund based in Toledo, Ohio. According to its most recent Form D, filed Jan 26, 2022, it has sold $250,000 of interests to 125 investors since its first sale in Jan 2022. The minimum investment it accepts from an outside investor is $2,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Mary Pisanelli; Russell Simon; Matthew McQueen.
- Total raised
- $250,000Cumulative sales reported on Form D
- Investors
- 125
- First sale
- Jan 20, 2022
- Minimum investment
- $2,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Mary Pisanelli; Russell Simon; Matthew McQueen
- Latest Form D
- Jan 26, 2022
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about WELL US SubREIT LLC
What is the minimum investment for WELL US SubREIT LLC?
According to its latest Form D, filed Jan 26, 2022, the minimum investment WELL US SubREIT LLC accepts from an outside investor is $2,000.
Who can invest in WELL US SubREIT LLC?
WELL US SubREIT LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has WELL US SubREIT LLC raised?
WELL US SubREIT LLC reports $250,000 sold from 125 investors on its Form D filed Jan 26, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is WELL US SubREIT LLC based?
WELL US SubREIT LLC is based in Toledo, Ohio.
When did WELL US SubREIT LLC launch?
WELL US SubREIT LLC reports its first sale in Jan 2022.
Size compared with every real estate fund
Raised more than 36% of the 256 real estate funds based in Ohio, and more than 18% of all 7,351 that report sales.